​​The War on Stress 2019

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Study: High Levels of Stress Impacting Financial Advisors and Investors Personally and Professionally​

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​New research from the Financial Planning Association, Janus Henderson Investors and Investopedia explores the issue of stress among financial advisors and investors, its causes and what can be done. The study examined both financial advisor and investors’ top personal and professional stressors, and results indicate that while investors’ primary concerns center on how to maintain lifetime income that meets expenses, they’re not confident in their own financial knowledge, leading to financial insecurity and increased stress levels. 


Key Findings from The War on Stress report include:​​

  • 71% of financial advisors and 57% of investors are currently experiencing an increase in moderate to high levels of negative stress compared to 12 months prior. 

  • Respondents cited the biggest impacts of stress include their mood (50% for investors and 61% for advisors), personal relationships (38% for investors and 56% for advisors) and health (38% for investors and 54% for advisors).

  • There is a significant connection between stress and feelings of financial insecurity. Among low-stress investors, 77% feel financially secure―a number that drops to only 39% among respondents who feel high stress.

  • ​Three-quarters of investors with a written financial plan say they feel somewhat or very financially secure, while only 51% of those without a written financial plan say the same.

The 2019 War on Stress report, which was fielded between December 2018 and January 2019, is now available and additional tools and resources​ to help financial advisers cope with stress are available from Janus Henderson Investors.​

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Access the 2019 War on Stress Report!

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​2019 War on Stress
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Financial Advisor Tables​

Investor Tables​


If you are a reporter workin​g on deadline and want to interview an FPA representative, please contact:

 

Ben Lewis

Public Relations Team Leader

Financial Planning Association (FPA)

303.867.7190

[email protected]​

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